Graco Part 2

FY15 Q2 result In my first post on Graco, I mentioned that I bought the shares (at 66.98 per share) on 17th July 2015. One week after that, the Company released its FY15 Q2 result, which beat the market expectation, pulling the share price up to 70s. Since then, the Company continued to achieve decent …

Bumitama Part 3.1 (2016 Q3 result)

Bumitama released its 2016 Q3 result yesterday. As expected, both revenue and net profit grew because of higher CPO price. Revenue grew by 26.8% yoy to IDR 1.5 trillion while net profit attributable to shareholders grew by 29.2% yoy to IDR 206 billion. For first 9 months of 2016, net profit attributable to shareholders grew …

First Resources Part 6 (2016 Q3 result)

Just sold the shares at 1.945 one hour ago. Bought it at 1.635 in May. That's ~18% return after costs in 6 months. Q3 result was good. Net profit was up 26.2% yoy to USD 35.9m, mainly due to higher average selling prices and higher sales volumes. Double positive. Q3 revenue was up 40.6% yoy, but …

Blue Nile

Blue Nile Inc is an online retailer of diamonds and fine jewelry. Today, its share price rose 35% after its announcement to be privatized. My experience Will you buy diamonds, which can cost thousands to tens of thousands of dollars online? I did! That was 2012. An ex-colleague of mine recommended me to check out …

Semen Baturaja Tbk

PT Semen Baturaja (Persero) Tbk is an Indonesia-based company primarily engaged in cement manufacturing. Cement manufacturing is a capital-intensive business. The manufacturers have to built the fixed plant in order to produce the cement. The top 3 dominant players in Indonesia are 1. Semen Indonesia, 2. Indocement Tunggal Prakarsa and 3. Holcim Indonesia This post …

Japan Foods FY17 Q2 results

FY17 Q2 (July – Sept) financial result is within expectation. Q2 revenue rose by 4.7% yoy to 16.65m, but operating profit was up by 0.5% only due to rising costs. Blending with the outstanding performance from Q1, overall H1 achieved a good result: revenue +5.5% yoy to 33.5m and operating profit +14% yoy to 2.95m. …